+842.6%
ASX vs RGEN
+508.6%
+334.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.1% | +5.5% | +7.8% |
| 7D | -12.3% | +3.5% | -15.7% | -12.7% |
| 30D | -26.0% | +2.9% | -28.9% | -26.2% |
| 3M | -8.1% | +9.2% | -17.3% | -10.0% |
| 6M | +1.4% | +44.9% | -43.5% | -8.4% |
| YTD | +115.6% | +9.2% | +106.4% | +107.6% |
| 1Y | +128.0% | +25.3% | +102.7% | +111.8% |
| 3Y | +371.4% | +21.7% | +349.7% | +323.1% |
| 5Y | +469.4% | -34.5% | +503.9% | +459.5% |
| 10Y | +842.6% | +478.9% | +363.7% | +562.2% |
| All | +842.6% | +508.6% | +334.0% | +562.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RGEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling